Directed IRA Podcast

Explore the complexities of Solo 401(k) contribution rules, deadlines, and benefits. Discover the significance of employee and employer contributions. Decode the complexities of contributions in S Corporations. Get insights into 2023 and 2024 contribution limits and strategies for maximum contributions. Learn about the wealth-building capabilities of Solo 401(k)s for small business owners and real estate investors. Discover investment options and tax-saving strategies for Solo 401(k). Unveil the mega back door strategy for maximizing Roth contributions in Solo 401(k) plans. Understand the importance of early contributions for maximizing investment opportunities and enjoying tax-free growth.

Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage, and processes involved in investing your IRA in these alternative assets. Discover the distinctions between owning Crypto assets directly versus through funds, and learn about different methods, including a dedicated crypto IRA or setting up an LLC for diversified options. We simplify the complexities, offer insights, and discuss our preferred platform, Gemini, ensuring a secure and regulated approach to managing your Crypto IRA.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Chris Loeffler, CEO of Caliber Wealth, shares the evolution of Caliber from a small business to a publicly traded company managing alternative assets. Topics discussed include real estate market dynamics, challenges faced by CEOs, developing a pickleball facility, benefits of being a public sponsor of private real estate funds, factors to consider when investing in alternative assets, investing in private funds through a self-directed IRA, opening a self-directed account and distributing funds, and offers of help from Chris and Caliber.

Explore the benefits of a Roth IRA and the strategy of a backdoor Roth IRA for high-income earners. Learn about maximizing contributions through the chunking strategy and the importance of planning and gifting Roth IRAs. Enjoy a trivia game on Steven Spielberg's movies and a Christmas movie quiz.

The podcast discusses topics such as Roth conversions and contributions, the five-year rule for Roth IRAs, investment opportunities, multi-member IRA LLCs, and backdoor Roth IRA strategies.

Join Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealth-building insights, discover the secrets the wealthy use to maximize their earnings before the year wraps up.- Explore key tips for keeping more of your hard-earned money while investing smartly.- Learn about tax-saving tactics and little-known nuances of retirement accounts.- Get insights into crucial decisions and actions to take before the year ends.----Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Mark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to lesser-known pitfalls, we've got you covered! Join us as we unravel the confusing bits and provide tips to safeguard your retirement funds.This episode reveals the top ten mistakes you should avoid when managing your self-directed IRA. From misunderstandings about prohibited transactions to tricky tax implications, Mark and Mat guide you through the dos and don'ts of self-directed retirement investing.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Learn about the new Roth rules for 2023 and beyond, contributing 10 times more annually than an IRA, the necessity of an LLC for a Solo 401(k), qualification criteria, avoiding common mistakes, and the increased contribution limits for 2023 ($66k) and 2024.

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Marks book, and John Shekarchi, an experienced Self-Directed IRA investor, Partner at Directed IRA and lawyer. They share their insights and personal experiences with Self-Directed IRAs, shedding light on the incredible possibilities these retirement accounts offer.Randy Luebke explains the importance of working with independent fiduciary investment advisors, ensuring you get unbiased advice for your retirement investments. John Shekarchi provides valuable insights and stories from his journey with Self-Directed IRAs, giving viewers a glimpse of the exciting opportunities available.If you're interested in taking control of your retirement funds and exploring alternative investments, this video is a must-watch. Discover how you can invest your retirement savings beyond traditional stocks and bonds. Don't miss out on the chance to learn from the experts and gain financial independence in your golden years.For more in-depth discussions and exclusive content, be sure to visit SDIRASummit.com and consider purchasing recordings of the Self-Directed IRA Summit to further your knowledge and make informed investment decisions. Join us on this informative journey into the world of Self-Directed IRAs!- Learn about the history of self-directed IRAs and the challenges some investors face when trying to break free from the Wall Street mold.- Discover the importance of working with independent fiduciary investment advisors to navigate the world of self-directed IRAs.- Get insights from John and Randy, who share their success stories and provide valuable mentorship in the self-directed IRA space.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com